Wednesday's News Links

[Yahoo/Bloomberg] Stocks Are Steady in Watchful Mood Before Fed: Markets Wrap

[Reuters] Oil Falls With Signs of Higher Supply Countering Mideast Tension

[Yahoo Finance] Gold is having a moment — but silver is poised for its own: Morning Brief

[Bloomberg] Deadly Pager Blasts in Lebanon Ratchet Up Israel-Hezbollah Tension

[Reuters] Israel planted explosives in 5,000 Hezbollah's pagers, say sources

[Reuters] Hezbollah exploding pager trail runs from Taiwan to Hungary

[AP] What to know about the deadly pager explosions targeting Hezbollah

[Reuters] With Fed's rate cut at hand, debate swirls over how big a move

[Yahoo/Bloomberg] Fed to Kick Off Rate Cuts, Signal Next Steps

[Reuters] US single-family housing starts surge in August

[Reuters] US 30-year mortgage rate falls to two-year low of 6.15%

[CNBC] Weekly mortgage demand surges 14% higher as interest rates hit two-year low

[Yahoo/Bloomberg] Hotspots From Yen Carry Trade to Resurgent EM Asia Gird for Fed

[Yahoo/Bloomberg] Mortgage Market’s Historical Sway Dulled as Fed Gears Up to Ease

[Yahoo/Bloomberg] Banks Ready to Forget Pain of Hung Debt Go Big on Buyout Funding

[Yahoo/Bloomberg] Japan’s Export Growth Slows as External Demand Moderates

[Reuters] Japan's exports slow sharply, machinery orders shrink in blow to economic recovery

[Reuters] Euro zone inflation not where ECB wants it to be, Bundesbank chief says

[Yahoo/Bloomberg] Dalio Sees ‘Real Issues’ in China, Keeps Small Exposure

[Reuters] Ukrainian drone attack triggers earthquake-sized blast at arsenal in Russia's Tver region

[AP] China announces sanctions on US companies selling arms to self-ruled Taiwan

[Reuters] Worst drought on record lowers Amazon rivers to all-time lows

[NYT] Fed Officials Are Expected to Cut Rates. The Question Is How Much.

[WSJ] How Did Thousands of Pagers Used by Hezbollah Explode at the Same Time?

[WSJ] Bank of Japan Expected to Stand Pat; All Eyes for Clues on Timing of Next Hike

[FT] Hizbollah vows to retaliate against Israel over pager explosions

Tuesday Evening Links

[Yahoo/Bloomberg] Stocks Balk at Record as Fed Bets ‘Up in the Air’: Markets Wrap

[Reuters] S&P 500 ends little changed as early gains fade before Fed decision 

[Reuters] Hezbollah vows to punish Israel after pager explosions across Lebanon

[Reuters] What we know about the deadly pager blasts in Lebanon

[Reuters] Morning Bid: Fed's close call - the waiting is almost over

[CNBC] The Fed’s biggest interest rate call in years happens Wednesday. Here’s what to expect

[Yahoo/Bloomberg] Record Wagers on Fed Cuts at Risk If Powell Fails to Go Big

[Yahoo/Bloomberg] Municipal Borrowers Set to ‘Shatter’ Bond Sale Records by Year-End

[Bloomberg] Hezbollah Pager Attack Looks Like a Decapitation Strike

[WSJ] A U.S. National Debt Crisis Is Coming

Tuesday Afternoon Links

[Reuters] S&P 500 hits record high with Fed policy decision imminent

[Reuters] Oil Rises as Optimism Over Fed Cuts Overcomes Demand Concerns

[Yahoo/Bloomberg] Bond Traders Favor Half-Point Cut in Fed’s ‘Coin Flip’ Decision

[Reuters] US home builder confidence edges up as rate cut looms

[Reuters] US manufacturing output rebounds in August

[Reuters] Hezbollah pager explosions kill several people in Lebanon

[Reuters] Italy targets deficit cut to below EU's 3% ceiling in 2026

[Yahoo/Bloomberg] Rising Floodwaters Leave Europe Bracing for More Destruction

[FT] Market speculation about the next Fed rate cut masks deeper issues

[FT] Eight killed and thousands injured as Hizbollah pagers explode in Lebanon